Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.66 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 50700.94 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 46551.22 Kr¶
PnL: ---------------------------------------> -445.37 Kr¶
DD now: ---------------------------------> -4.555 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-19 10:43:28.050884'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Profoto Holding | 7 | 0.710000 | 599.200000 | 17.200000 | 2.960000 | 581.999999 |
| Nederman Holding | 1 | -0.930000 | 214.000000 | 15.000000 | 7.540000 | 199.000000 |
| INVISIO | 15 | -1.240000 | 3570.000000 | 7.500000 | 0.210000 | 3562.500000 |
| Sagax B | 4 | -1.730000 | 886.800000 | 3.600000 | 0.410000 | 883.200000 |
| OX2 | 12 | -2.760000 | 909.600000 | 3.000000 | 0.330000 | 906.600000 |
| JM | 7 | -1.160000 | 950.600000 | 2.800000 | 0.300000 | 947.800000 |
| Atrium Ljungberg B | 5 | -0.550000 | 903.500000 | 2.000000 | 0.220000 | 901.500000 |
| Latour B | 4 | -2.910000 | 855.200000 | 1.200000 | 0.140000 | 854.000000 |
| EQT | 4 | -1.580000 | 871.600000 | 0.800000 | 0.090000 | 870.800000 |
| Hennes & Mauritz B | 6 | -1.070000 | 910.440000 | 0.480000 | 0.050000 | 909.960000 |
| Hexatronic Group | 15 | 1.630000 | 1068.000000 | 0.300000 | 0.030000 | 1067.700000 |
| HEXPOL B | 8 | -1.000000 | 955.200000 | 0.000000 | 0.000000 | 955.200000 |
| Platzer Fastigheter Holding B | 12 | -1.370000 | 949.200000 | 0.000000 | 0.000000 | 949.200000 |
| Sagax A | 4 | -1.340000 | 884.000000 | 0.000000 | 0.000000 | 884.000000 |
| VEF | 788 | -0.330000 | 1897.500000 | 0.000000 | 0.000000 | 1897.504000 |
| Vitec Software Group B | 2 | -2.220000 | 1101.000000 | 0.000000 | 0.000000 | 1101.000000 |
| Addnode Group B | 7 | -2.490000 | 903.000000 | 0.000000 | 0.000000 | 903.000000 |
| AcadeMedia | 20 | -0.890000 | 975.600000 | 0.000000 | 0.000000 | 975.600000 |
| Hoist Finance | 36 | 0.900000 | 1008.000000 | 0.000000 | 0.000000 | 1008.000000 |
| Hexagon B | 26 | -1.200000 | 3411.200000 | 0.000000 | 0.000000 | 3411.200000 |
| Gränges | 10 | 4.120000 | 1036.000000 | 0.000000 | 0.000000 | 1036.000000 |
| Byggmax Group | 33 | -1.550000 | 964.920000 | 0.000000 | 0.000000 | 964.920000 |
| Biotage | 1 | -6.530000 | 147.500000 | 0.000000 | 0.000000 | 147.500000 |
| BioGaia B | 8 | -1.660000 | 902.400000 | 0.000000 | 0.000000 | 902.400000 |
| Sandvik | 4 | -1.540000 | 845.200000 | -0.400000 | -0.050000 | 845.600000 |
| SKF B | 5 | -1.410000 | 977.500000 | -0.500000 | -0.050000 | 978.000000 |
| ASSA ABLOY B | 4 | -1.550000 | 990.000000 | -0.800000 | -0.080000 | 990.800000 |
| Catena | 2 | 0.000000 | 802.000000 | -1.600000 | -0.200000 | 803.600000 |
| Alimak Group | 12 | -0.360000 | 1002.000000 | -2.400000 | -0.240000 | 1004.400000 |
| Orrön Energy | 170 | -3.390000 | 2035.750000 | -5.100000 | -0.250000 | 2040.850000 |
| Eastnine | 6 | -1.630000 | 651.600000 | -5.400000 | -0.820000 | 657.000000 |
| Vitrolife | 3 | -1.930000 | 669.600000 | -7.400000 | -1.090000 | 677.000001 |
| Volati | 5 | -1.050000 | 564.000000 | -10.000000 | -1.740000 | 574.000000 |
| Investor B | 3 | -1.210000 | 646.800000 | -11.200000 | -1.700000 | 657.999999 |
| Creaspac SPAC | 40 | -0.420000 | 3812.000000 | -12.000000 | -0.310000 | 3824.000000 |
| BHG Group | 109 | -6.250000 | 1406.100000 | -13.080000 | -0.920000 | 1419.180000 |
| Xvivo Perfusion | 3 | -3.330000 | 828.000000 | -17.000000 | -2.010000 | 845.000001 |
| Balco Group | 39 | -0.740000 | 1831.050000 | -43.950000 | -2.340000 | 1874.999997 |
| Sedana Medical | 93 | -3.230000 | 2615.160000 | -368.420000 | -12.350000 | 2983.577733 |
| TOTAL | 46551.220000 | -445.370000 | -4.55458% | 46996.591730 |
Updated:¶
'2023-06-19 10:43:45.498506'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
